Common questions and answers regarding deferred annuities, trusts and estate plans





1997 tax reporting

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004800557 / 1998-05-27
Date of Publication:
January 7, 1998
Date of Creation:
1998
Title:
1997 tax reporting : answering your clients' questions.
Basis of Claim:
New Matter: additional text & editing.
Previous Registration:
Prev. reg. 1997, TX 4-582-596.
Description:
141 p.
Variant title:
1997 tax reporting : answering your clients' questions.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Performance planning and review, manager's guide

Copyrights records by A.G. Edwards & Sons, Inc.



Creating personalized long-term investment strategies

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004800590 / 1998-05-27
Date of Publication:
December 16, 1997
Date of Creation:
1997
Title:
Creating personalized long-term investment strategies.
Description:
1 v.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards Trust Company, model paragraphs for trust documents

Selling restricted or control securities

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004800638 / 1998-05-27
Date of Publication:
March 26, 1998
Date of Creation:
1998
Title:
Selling restricted or control securities : services designed especially for key executives.
Basis of Claim:
New Matter: additional text, editing.
Previous Registration:
Prev. reg. 1994, TX 3-852-837.
Description:
11 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards Trust Company

Should you convert your old IRA into a new Roth IRA?

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004800639 / 1998-05-27
Date of Publication:
March 23, 1998
Date of Creation:
1998
Title:
Should you convert your old IRA into a new Roth IRA?
Application Title:
Real answers mailer.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Life insurance

Which IRA option is best for you?

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004800640 / 1998-05-27
Date of Publication:
March 23, 1998
Date of Creation:
1998
Title:
Which IRA option is best for you?
Application Title:
Real answers mailer.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards introduces the monthly accumulation plan (MAP)

Have you made your IRA contribution?

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004800641 / 1998-05-27
Date of Publication:
March 23, 1998
Date of Creation:
1998
Title:
Have you made your IRA contribution?
Application Title:
Real answers mailer.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards 30 TV CDs/tabletop approach

Log on to the future at A. G. Edwards

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004800642 / 1998-05-27
Date of Publication:
February 26, 1998
Date of Creation:
1998
Title:
Log on to the future at A. G. Edwards.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards

The A.G. Edwards guide to school district finance

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004800679 / 1998-05-27
Date of Publication:
February 26, 1998
Date of Creation:
1998
Title:
The A.G. Edwards guide to school district finance.
Basis of Claim:
New Matter: revisions & additions.
Previous Registration:
Prev. reg. 1992, TX 3-242-605.
Description:
13 p.
Number of similar titles:
1
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards broker workstation

Professional money management terms

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004825155 / 1998-07-30
Date of Publication:
May 11, 1998
Date of Creation:
1998
Title:
Professional money management terms.
Application Title:
A guide to basic investment terms.
Basis of Claim:
New Matter: editorial revisions.
Previous Registration:
Prev. reg. 1997, TX 4-593-912.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Corporate image presentation

Small-cap equity account

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004825156 / 1998-07-30
Date of Publication:
June 2, 1998
Date of Creation:
1998
Title:
Small-cap equity account.
Description:
Advertisement.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: APM disclosure document

Core equity account

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004825157 / 1998-07-30
Date of Publication:
June 2, 1998
Date of Creation:
1998
Title:
Core equity account.
Description:
Advertisement.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Connecticut residents

Emergency-proofing your investments

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004833582 / 1998-07-30
Date of Publication:
May 7, 1998
Date of Creation:
1998
Title:
Emergency-proofing your investments.
Description:
1 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Estate planning checklist for ...

Strategies to increase the benefits of gifting

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004833583 / 1998-07-30
Date of Publication:
May 29, 1998
Date of Creation:
1998
Title:
Strategies to increase the benefits of gifting.
Description:
7 p.
Number of similar titles:
1
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Pathways

A look at the performance of the A. G. Edwards focus list

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004838633 / 1998-07-30
Date of Publication:
May 20, 1998
Date of Creation:
1998
Title:
A look at the performance of the A. G. Edwards focus list.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Managing your time and effort through PenTrust employee benefit services

Investing in St. Louis

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004839375 / 1998-10-13
Date of Publication:
August 3, 1998
Date of Creation:
1998
Title:
Investing in St. Louis : a commitment since 1887.
Description:
1 v.
Variant title:
Investing in St. Louis : a commitment since 1887
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Commonwealth Trust, meeting your financial and estate needs today and tomorrow

Managing a concentrated equity position

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004839406 / 1998-10-13
Date of Publication:
August 7, 1998
Date of Creation:
1998
Title:
Managing a concentrated equity position : script & visuals.
Description:
1 v.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Transportation finance expertise

Tax saver, July 1998

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004839474 / 1998-10-13
Date of Publication:
July 24, 1998
Date of Creation:
1998
Title:
Tax saver, July 1998.
Edition:
Special legislative update ed.
Description:
4 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards Trust Company

Bond financing with A. G. Edwards

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004873021 / 1998-10-13
Date of Publication:
July 20, 1998
Date of Creation:
1998
Title:
Bond financing with A. G. Edwards.
Description:
1 v.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Long-term care planning

Solutions using structured financial products

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004873022 / 1998-10-13
Date of Publication:
July 9, 1998
Date of Creation:
1998
Title:
Solutions using structured financial products.
Basis of Claim:
New Matter: revisions.
Previous Registration:
Prev. reg. 1994, TX 3-994-665 as Derivative solutions: an objective approach for issues and investors.
Description:
Folder.
Other Title:
Derivative solutions: an objective approach for issues and investors
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: New perspectives on uncovering values in today's market

The core stock investment plan

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004873023 / 1998-10-13
Date of Publication:
August 10, 1998
Date of Creation:
1998
Title:
The core stock investment plan.
Description:
1 v.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Important notice concerning your A. G. Edwards qualified plan prototype document

A win-win strategy for perserving your wealth

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004873059 / 1998-10-13
Date of Publication:
July 28, 1998
Date of Creation:
1998
Title:
A win-win strategy for perserving your wealth.
Application Title:
The charitable remainder trust.
Basis of Claim:
New Matter: additions.
Previous Registration:
Prev. reg. 1997, TX 4-642-513.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Commonwealth Trust, meeting your financial and estate needs today and tomorrow

There's still life in this bull!

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004899606 / 1998-12-21
Date of Publication:
September 8, 1998
Date of Creation:
1998
Title:
There's still life in this bull! : a special report from A. G. Edwards.
Application Title:
There's still life in this old bull!
Edition:
Updated Sept. 4, 1998.
Description:
Folder.
Other Title:
There's still life in this old bull!
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Social security

Expanding your investment horizons

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004899608 / 1998-12-21
Date of Publication:
September 15, 1998
Date of Creation:
1998
Title:
Expanding your investment horizons : a guide to services for select investors.
Basis of Claim:
New Matter: editorial revisions.
Previous Registration:
Prev. reg. 1997, TX 4-594-931.
Description:
32 p.
Number of similar titles:
1
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Product information guide

Comparison of vehicles for gifting to minors

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004920711 / 1998-12-21
Date of Publication:
September 9, 1998
Date of Creation:
1998
Title:
Comparison of vehicles for gifting to minors.
Description:
Chart.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Product information guide

Understanding global investing

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004920712 / 1998-12-21
Date of Publication:
August 27, 1998
Date of Creation:
1998
Title:
Understanding global investing : your guide to enjoying a globally diversified portfolio.
Description:
Folder.
Number of similar titles:
1
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Taking control of your financial future

Gifting to minors

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004920725 / 1998-12-21
Date of Publication:
September 4, 1998
Date of Creation:
1998
Title:
Gifting to minors : understanding the differences between custodial accounts and minor's trusts.
Description:
5 p.
Number of similar titles:
1
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Social security

1999 retirement plans overview

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004932871 / 1999-02-12
Date of Publication:
November 16, 1998
Date of Creation:
1998
Title:
1999 retirement plans overview : a summary of common business retirement plans.
Basis of Claim:
New Matter: editorial revisions.
Previous Registration:
Prev. reg. 1995, TX 4-049-078.
Description:
Folder (6 p.)
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards Trust Company confidential personal and financial survey

The A.G. Edwards Guide to school district finance

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004932872 / 1999-02-12
Date of Publication:
October 20, 1998
Date of Creation:
1998
Title:
The A.G. Edwards Guide to school district finance : a planning guide for Missouri school districts considering a bond issue.
Description:
13 p.
Other Title:
Guide to school district finance
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards account choices

Financial horizons

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004932873 / 1999-02-12
Date of Publication:
December 2, 1998
Date of Creation:
1998
Title:
Financial horizons : a comprehensive plan for your lifetime.
Basis of Claim:
New Matter: editorial revisions & additions.
Previous Registration:
Prev. reg. 1994, TX 3-888-721.
Description:
12 p. + insert.
Number of similar titles:
3
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards introduces the Monthly Accumulation Plan (MAP)

Our approach to business retirement plans

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004932875 / 1999-02-12
Date of Publication:
September 30, 1998
Date of Creation:
1998
Title:
Our approach to business retirement plans : services and alternatives to help employers structure effective retirement plans.
Basis of Claim:
New Matter: editorial revisions & additions.
Previous Registration:
Prev. reg. 1997, TX 4-593-929.
Description:
20 p.
Number of similar titles:
1
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Life insurance

This website is not affiliated with document authors or copyright owners. This page is provided for informational purposes only. Unintentional errors are possible. Multiple persons can share the same name.